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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,780 | $69,252-81.5% | $64,099-80.1% | $139,456-90.8% |
| Participation rate | 47.6% | 75.6%-28.0pp | 72.3%-24.7pp | 80.3%-32.7pp |
| Annual return | 19.43% | 45.89%-26.5pp | 33.70%-14.3pp | 373.45%-354.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,632 | $4,683-22.5% | $3,881-6.4% | $6,711-45.9% |
| Admin fee / account holder | $1,329 | $4,248-68.7% | $3,070-56.7% | $11,407-88.4% |